| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWS MFA Wealth Services MFA Wealth Services | 55,079 | $4.52M | $4.48M | -$37,059.53 | -0.82% |
Thomas Dobbins New Republic Capital, LLC | 546 | $45,270.92 | $44,387.07 | -$883.85 | -1.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 513,367 | $42.34M | $41.67M | -$666,730.61 | -1.57% |
Peter David N Soliman Second Line Capital, LLC | 2,647 | $219,224.61 | $215,333.45 | -$3,891.16 | -1.77% |
Dina Fliss Global View Capital Management LLC | 3,353 | $277,827.36 | $272,850.37 | -$4,976.99 | -1.79% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 52,891 | $4.33M | $4.3M | -$29,080.53 | -0.67% |
Jesse Steele Etesian Wealth Advisors, Inc. | 3,132 | $259,160.19 | $254,824.84 | -$4,335.35 | -1.67% |
NICOLE MARTIN Arlington Trust Co LLC | 110 | $9,110 | $8,950.15 | -$159.85 | -1.75% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 254,998 | $20.96M | $20.73M | -$234,752.9 | -1.12% |
Kevin Bresler TD Waterhouse Canada Inc. | 19,766 | $1.63M | $1.61M | -$23,821.49 | -1.46% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 153,197 | $12.52M | $12.46M | -$59,297 | -0.47% |
Brian Glenn Premier Path Wealth Partners, LLC | 108,868 | $8.83M | $8.85M | $20,791.91 | 0.24% |
| AK Alisha Kamadia United Community Bank | 32,635 | $2.69M | $2.65M | -$40,748.03 | -1.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 222,852 | $18.46M | $18.12M | -$347,597.83 | -1.88% |
James Rankin Modern Wealth Management, LLC | 849,764 | $69.8M | $69.07M | -$727,335.53 | -1.04% |
Joseph C. Gissy Tactive Advisors, LLC | 38,348 | $3.14M | $3.12M | -$19,801.38 | -0.63% |
Angela Kelley HTLF Bank | 77,112 | $6.33M | $6.27M | -$52,821.56 | -0.83% |
Amir Har-El Savvy Advisors, Inc. | 22,488 | $1.86M | $1.83M | -$31,652.41 | -1.7% |
Ann Keitner Quantum Portfolio Management LLC | 288 | $23,648 | $23,419.64 | -$228.36 | -0.97% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 23,363 | $1.92M | $1.9M | -$21,822.89 | -1.14% |